Pivot Table Help

[Excel Hates Me]

Hi, need help with a pivot table problem.

I have data in the following format:

Name Phone Call Email Letter
Joe-----------------X--------------X
Fred-------------------------------X
Sally---------------X---------------------------X

And I want to summarize in my pivot table the total number of
inquiries and % of total inquiries; e.g.:

Name Total # of Inquiries % of Inquiries
Joe---------------------2------------------------40%
Fred--------------------1------------------------20%
Sally-------------------2------------------------40%

I can get the count per inquiry type but I need the total # per Name
and % per Name of total. I need to be able to break it out by per
month and per year.

I'm sure there is a simple solution but I can't come up with it. I do
not want to use functions in my data sheet because I'm using a dynamic
named range and I have users inputting the data who may overwrite a
function. Also, I do not want to use a formula outside of the pivot
table.

Any help would be greatly appreciated!

 

[Roger Govier]

Hi

Your data is not in the right format to achieve this.
First use a Pivot Table to decompose your data.
Data>Pivot Table>Multiple Consolidation>Create a single Page field for
me>Next>Select the range of your data>Add>Next>New Sheet>Layout>drag
Page1, Row and Column out of the PT skeleton>Finish

On the new PT that is formed, double click on Total Count and anew page
will open with all of your data.
Rename Row to Name, Column to Type and delete the Page1 column
Now, create a PT from this new data set and when you get to Layout
Drag name to the Row area
Drag Value to the Data area
Drag value to the Data area a second time
Double click Count of Value2>Advanced>Show data as>Scroll down to % of
Total>Finish
Drag Data and drop on Total, to get the values side by side.